All Episodes

Nonprofits Need to Focus on Long-Term Financial Planning
Episode 13 May 11, 2022 Host: Thomas Jenkins

Nonprofits Need to Focus on Long-Term Financial Planning

Thomas Jenkins directs the finance and accounting work at more than a dozen nonprofit clients, overseeing monthly financial reporting, the preparation of annual budgets, and audit preparation. He also serves as CFO for three client organizations.

Scenario Planning
Episode 12 May 4, 2022 Host: Suzanne Tan - Senior Consultant – Executive Leadership and Transition Management (Non-Profit)

Scenario Planning

Scenario planning enables an organization to anticipate and prepare for inevitable changes. It imagines the “what ifs” in order to help organizations navigate in an uncertain world.

Understanding Your Production Costs
Episode 11 April 27, 2022

Understanding Your Production Costs

Tracking the cost of every component is key to understanding your true cost of production and protecting your profit margins.

Preparing to Sell Your Business
Episode 10 April 20, 2022 Host: Fred Campos, Transaction Advisory Services Leader

Preparing to Sell Your Business

You’re a successful business owner and you’ve heard from friends and other business owners that this is the time to sell – it’s a seller’s market. What do you do next?

Read Your Medical Explanation of Benefits – It May Be Wrong
Episode 9 April 13, 2022 Host: David Glusman, Partner, Advisory Services

Read Your Medical Explanation of Benefits – It May Be Wrong

Know your plan, know your rights. The bill you get might not match your responsibility under your healthcare coverage.

New International Reporting Requirements: Schedules K-2 and K-3
Episode 8 April 6, 2022 Host: Andre Benayoun - Partner, Tax & Business

New International Reporting Requirements: Schedules K-2 and K-3

Partnerships and S-corps face new tax filings starting in 2021. Schedules K-2 and K-3 replace parts of Schedule K and K1.

Marcum Answers: Frank Suponcic
Episode 7 March 30, 2022 Host: Frank Suponcic - Partner, Advisory Services

An Effective Fraud Policy Can Reduce Corporate Embezzlement

In this episode Frank Suponcic talks about how fraud prevention and detection begins the day an employee starts and should be reinforced every year thereafter.

Marcum Answers: Ariana Warren
Episode 6 March 23, 2022 Host: Ariana Warren - Senior Manager, Nonprofit & Social Sector

Recent Changes in Nonprofit Tax Law

New tax laws impacting private foundations and other nonprofits could mean a more granular focus on mission strategy in the coming months or a review of compensation arrangements and amounts. What these changes mean for certain is that planning is paramount.

What You Need to Know About Estate Planning
Episode 5 March 16, 2022 Host: Stephene Yeh Chan - Senior Manager, Trust & Estates Group

What You Need to Know About Estate Planning

The only thing certain is the uncertainty around the long-term outlook for recently increased gift and estate tax exemptions. High net worth taxpayers should consider using the current exemptions as soon as possible, in concert with other tax strategies such as charitable gifting.